State Street SP PTF Em ETFSPEMETF
13F holders, Q1 2025 (March 31)839holders +7
63new positions
50sold out
4famous investors
$39.35avg. 13F price*
At the end of Q1 2025, 839 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 7 from Q4 2024. 63 opened new positions and 50 sold out. The largest holders were Creative Planning ($892.7M), Financial Engines Advisors L.L.C. ($732.1M) and LPL Financial LLC ($421.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $108.1M |
| Exits | 50 | $58.5M |
All 13F filers, Q4 2024 → Q1 2025: 13,130,963 shares bought and 11,993,095 shares sold, net +1,137,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 839 holders
| Creative Planning | 0.84% | Reduce -2.5% | 22,673,981 | $892.7M |
| Financial Engines Advisors L.L.C. | 1.57% | Reduce -0.3% | 18,595,619 | $732.1M |
| LPL Financial LLC | 0.16% | Add +6.2% | 10,706,453 | $421.5M |
| Allworth Financial LP | 1.45% | Add +1.3% | 6,567,549 | $257.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +7.8% | 6,361,844 | $250.5M |
| Tiaa Trust, National Association | 0.74% | Add +4.3% | 6,065,716 | $238.8M |
| State Street Corp. | 0.01% | Reduce -4.3% | 5,322,429 | $209.5M |
| Morgan Stanley | 0.01% | Add +40.6% | 5,109,614 | $201.2M |
| Ameriprise Financial Inc. | 0.05% | Add +0.7% | 5,060,826 | $199.2M |
| Horizon Investments, LLC | 5.23% | Reduce -0.4% | 4,458,446 | $175.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.7% | 3,274,058 | $128.9M |
| Cerity Partners LLC | 0.22% | Add +24.6% | 2,766,398 | $108.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 2,528,964 | $99.6M |
| Envestnet Portfolio Solutions, Inc. | 0.37% | Add +6.6% | 2,467,664 | $97.2M |
| Townsquare Capital LLC | 0.99% | Add +10.2% | 2,360,591 | $92.9M |
| Aptus Capital Advisors, LLC | 0.95% | Add +12.8% | 2,136,956 | $84.1M |
| Focus Partners Wealth | 0.21% | Add +14.3% | 2,126,900 | $83.7M |
| Raymond James Financial Inc. | 0.03% | Add +6.5% | 2,118,499 | $83.4M |
| Cwm, LLC | 0.31% | Add +8.6% | 1,955,877 | $77.0M |
| Assetmark, Inc. | 0.21% | Reduce -2.2% | 1,904,975 | $75.0M |
| Wells Fargo & Company | 0.02% | Add +11.0% | 1,811,417 | $71.3M |
| Cetera Investment Advisers | 0.13% | Add +5.9% | 1,736,317 | $68.4M |
| Stadion Money Management, LLC | 6.65% | Reduce -4.2% | 1,695,161 | $66.7M |
| UBS Group AG | 0.01% | Reduce -2.2% | 1,591,895 | $62.7M |
| Mariner, LLC | 0.10% | Add +7.5% | 1,557,435 | $61.3M |
| Jane Street Group, LLC | 0.11% | New | 1,472,993 | $58.0M |
| Bank of America Corp. | 0.01% | Reduce -50.3% | 1,468,987 | $57.8M |
| HighTower Advisors, LLC | 0.07% | Add +13.2% | 1,274,182 | $50.2M |
| Private Advisor Group, LLC | 0.28% | Add +2.1% | 1,185,847 | $46.7M |
| Advisory Alpha, LLC | 1.56% | Add +4.8% | 1,166,226 | $45.9M |
| Royal Bank of Canada | 0.01% | Reduce -5.1% | 1,042,018 | $41.0M |
| JNBA Financial Advisors | 4.12% | Reduce -3.0% | 1,010,439 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -14.2% | 879,660 | $34.6M |
| Koss-Olinger Consulting, LLC | 2.91% | Add +2.7% | 878,265 | $34.6M |
| McNamara Financial Services, Inc. | 7.31% | Add +5.6% | 862,674 | $34.0M |
| Equitable Holdings, Inc. | 0.32% | Reduce -6.5% | 854,140 | $33.6M |
| Betterment LLC | 0.08% | Add +10.6% | 812,518 | $32.0M |
| Pathstone Holdings, LLC | 0.14% | Reduce -0.8% | 801,624 | $31.7M |
| 3EDGE Asset Management, LP | 2.08% | Add +2500.7% | 777,050 | $30.6M |
| Cutler Investment Counsel LLC | 3.67% | Add +5.7% | 774,997 | $30.5M |
| GeoWealth Management, LLC | 1.21% | Reduce -21.1% | 765,221 | $30.1M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 749,472 | $29.5M |
| NewEdge Advisors, LLC | 0.17% | Add +2.4% | 730,558 | $28.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -43.4% | 725,004 | $28.5M |
| Park Avenue Securities LLC | 0.34% | Add +3.0% | 702,028 | $27.6M |
| Global Strategic Investment Solutions, LLC | 3.17% | Reduce -0.3% | 695,770 | $27.4M |
| Sei Investments Co. | 0.03% | Reduce -6.1% | 679,031 | $26.7M |
| BlueStem Wealth Partners, LLC | 3.42% | Reduce -35.8% | 636,261 | $25.0M |
| Axxcess Wealth Management, LLC | 0.67% | Add +10.9% | 626,650 | $24.7M |
| Pineridge Advisors LLC | 9.64% | Add +5.4% | 626,453 | $24.7M |
| Signature Estate & Investment Advisors LLC | 0.64% | Add +17.0% | 613,468 | $24.2M |
| MML Investors Services, LLC | 0.08% | Reduce -21.4% | 595,249 | $23.4M |
| AlphaStar Capital Management, LLC | 2.32% | Reduce -1.8% | 586,243 | $23.1M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +7.0% | 585,553 | $23.1M |
| St Germain D J Co. Inc. | 1.08% | Add +2.4% | 581,990 | $22.9M |
| Meeder Advisory Services, Inc. | 1.34% | Reduce -2.6% | 568,742 | $22.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -4.9% | 546,141 | $22.0M |
| CGN Advisors LLC | 2.13% | Add +13.7% | 551,890 | $21.7M |
| Financial Strategies Group, Inc. | 5.06% | Add +0.9% | 566,590 | $21.4M |
| Capital Asset Advisory Services LLC | 1.09% | Add +13.3% | 539,487 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.9% | 518,012 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Reduce -1.0% | 516,971 | $20.4M |
| Venturi Wealth Management, LLC | 1.02% | Reduce -3.3% | 499,174 | $19.7M |
| Ballentine Partners, LLC | 0.33% | Reduce -3.4% | 490,729 | $19.3M |
| Impact Partnership Wealth, LLC | 4.05% | Reduce -2.9% | 481,831 | $19.0M |
| KWB Wealth | 2.14% | Reduce -1.5% | 462,278 | $17.7M |
| N.E.W. Advisory Services LLC | 1.35% | Add +15.2% | 449,585 | $17.7M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -71.3% | 446,006 | $17.6M |
| KFG Wealth Management, LLC | 3.05% | Add +10.6% | 426,328 | $16.8M |
| Knightsbridge Asset Management, LLC | 4.38% | Add +1.4% | 425,894 | $16.8M |
| Capital Wealth Management, LLC | 6.93% | Add +2.7% | 424,050 | $16.7M |
| Chaney Capital Management, Inc. | 7.14% | Add +8.8% | 407,236 | $16.0M |
| Heritage Family Offices, LLP | 8.14% | Reduce -9.5% | 404,452 | $15.9M |
| Allen Capital Group, LLC | 1.74% | Add +2.4% | 385,944 | $15.2M |
| WCG Wealth Advisors LLC | 1.15% | Reduce -13.3% | 385,202 | $15.2M |
| Facet Wealth, Inc. | 0.38% | Add +55.0% | 364,257 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.4% | 377,099 | $14.8M |
| Atlas Capital Advisors Inc. | 1.83% | Reduce -9.1% | 371,670 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 368,154 | $14.5M |
| ERn Financial, LLC | 2.26% | Reduce -7.6% | 363,775 | $14.3M |
| Woodmont Investment Counsel LLC | 1.03% | Add +6.6% | 360,698 | $14.2M |
| Landmark Wealth Management, Inc. | 6.74% | Add +35.3% | 358,935 | $14.1M |
| Rodgers & Associates, LTD | 1.66% | Add +1.1% | 346,672 | $13.6M |
| Wrapmanager Inc. | 3.43% | Add +54.6% | 331,756 | $13.1M |
| SigFig Wealth Management, LLC | 0.46% | Reduce -4.2% | 340,082 | $12.8M |
| Kestra Investment Management, LLC | 0.24% | Add +11.0% | 321,015 | $12.6M |
| Moss Adams Wealth Advisors LLC | 1.32% | Add +98.4% | 319,483 | $12.6M |
| Tortoise Investment Management, LLC | 1.28% | Add +3.2% | 312,109 | $12.3M |
| Aspire Private Capital, LLC | 2.94% | Reduce -4.7% | 299,994 | $11.8M |
| Austin Private Wealth, LLC | 1.05% | Add +229.7% | 296,400 | $11.7M |
| Sterneck Capital Management, LLC | 6.26% | Reduce -0.5% | 293,901 | $11.6M |
| Elm Partners Management LLC | 0.74% | Add +8.4% | 290,454 | $11.4M |
| Forbes J M & Co. LLP | 1.06% | Add +5.0% | 278,382 | $11.0M |
| Financial Gravity Asset Management, Inc. | 2.35% | — | 273,424 | $10.8M |
| Geneos Wealth Management Inc. | 0.36% | Add +3.8% | 269,684 | $10.6M |
| Truefg, LLC | 3.49% | Add +0.7% | 269,039 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +38.9% | 266,184 | $10.5M |
| Banco Santander, S.A. | 0.11% | Reduce -24.3% | 263,180 | $10.4M |
| Atlas Private Wealth Advisors | 1.44% | Reduce -13.0% | 262,269 | $10.3M |
| Peak Financial Management, Inc. | 2.98% | Add +3.8% | 252,964 | $10.0M |
"% of holder's portfolio" is SPEM's weight in each manager's 13F, not the share of State Street SP PTF Em ETF the manager owns.